Markets
Meta's Muse puts agentic AI in front of 3.6B users. The obvious winners get the headlines. The real bottleneck sits somewhere nobody's talking about.
Sep 22, 2026 · 3 min read
Markets
Pre-training compute at Anthropic and OpenAI collapsed from 60% to 7% in two years. Post-training now dominates — and it demands a completely different hardware stack. Here's where I'm looking.
Sep 22, 2026 · 2 min read
Markets
US 30-year yields just hit their highest since 2007. Here's how I'm repositioning across duration, mega-cap quality, financials, data centers, housing, and gold — plus the August-September catalysts that decide the next leg.
Aug 18, 2026 · 4 min read